Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Business Exposures
Activism
Animal Testing
Artificial Intelligence
Boeing 737
Brexit
Cannabis
Censorship
Climate
Coal
COVID-19
Criminal
Death
Debt Markets
Derivatives
Diversity
Economy
Electric Vehicles
Electricity Generation
Ethanol
Financial
Firearms
Fossil Fuels
Glyphosate
Harassement
Immigration
Information Security
Intellectual Property
Interest Rates
Labor
Layoff
Lead
Legal
Palm Oil
Pension
Political
Product Safety
Regulatory
Religion
Securities Market
Supply Chain
Tariff
Textiles
US Equities
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Moderna, Mexico Partner To Boost Local Vaccine Production
↗
February 10, 2026
Via
Benzinga
Exposures
COVID-19
Retail Stagnation Shocker: Flat December Sales Report Triggers Massive Pivot to Bonds and Rate Cut Bets
February 10, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Tickers
AMZN
GOOGL
JPM
MSFT
TGT
WMT
Exposures
Artificial Intelligence
COVID-19
Debt Markets
BioMedNewsBreaks — NanoViricides (NYSE American: NNVC) Files Orphan Drug Designation Application for NV-387 as Measles Treatment
February 10, 2026
Via
Investor Brand Network
Topics
Intellectual Property
Tickers
NNVC
Exposures
COVID-19
Intellectual Property
Product Safety
The Coca-Cola Company (KO) 2026 Research Report: A Titan in Transition
February 10, 2026
Via
Finterra
Topics
Economy
Tickers
ARM
BRK-A
BRK-B
KDP
KO
MNST
Exposures
COVID-19
Interest Rates
Supply Chain
Is Energy Transfer Stock a Buy Now for Income-Focused Portfolios?
↗
February 10, 2026
Via
The Motley Fool
Topics
Energy
Tickers
ET
Exposures
COVID-19
Fossil Fuels
The Road to Private: A Deep Dive into Clear Channel Outdoor (NYSE: CCO) in 2026
February 10, 2026
Via
Finterra
Topics
Bankruptcy
Earnings
Economy
Tickers
CCO
JPM
LAMR
MS
NYT
OUT
Exposures
COVID-19
Economy
Financial
The Digital Labor Architect: An In-Depth Research Report on Upwork Inc. (UPWK)
February 10, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Initial Public Offering
Tickers
FVRR
RDDT
SQ
UPWK
Exposures
Artificial Intelligence
COVID-19
Economy
Daniel Yomtobian Points to Brand-Building Opportunities Emerging from Pandemic Upheaval
February 10, 2026
Via
Press Release Distribution Service
Topics
Economy
Tickers
IBM
Exposures
COVID-19
Economy
5 Revealing Analyst Questions From Pfizer’s Q4 Earnings Call
February 10, 2026
Via
StockStory
Topics
Artificial Intelligence
Earnings
Tickers
PFE
Exposures
Artificial Intelligence
COVID-19
Financial
Should You Buy Moderna Before Feb. 13?
↗
February 09, 2026
Via
The Motley Fool
Tickers
MRNA
Exposures
COVID-19
1 Growth Stock with Explosive Upside and 2 We Avoid
February 09, 2026
Via
StockStory
Tickers
BEN
HG
PGR
Exposures
COVID-19
2 Growth Stocks to Add to Your Roster and 1 Facing Headwinds
February 09, 2026
Via
StockStory
Tickers
CSCO
MC
MS
PJT
STEP
Exposures
COVID-19
Fed Nominee Warsh To Reportedly Face Challenges In Shrinking Fed’s Portfolio, Says Citi
↗
February 09, 2026
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Tickers
C
DIA
IVZ
QQQ
SPY
Exposures
COVID-19
Interest Rates
US Equities
Can This Former Pandemic Star Make a Stunning Comeback?
February 09, 2026
Via
Barchart.com
Exposures
COVID-19
Wall Street Erases $325 Billion From This Once Unstoppable Company
↗
February 09, 2026
Via
The Motley Fool
Topics
Economy
Tickers
AAPL
AXP
PYPL
SHOP
Exposures
COVID-19
Economy
Kroger Taps Former Walmart Heavyweight Greg Foran as CEO; Shares Surge 7%
February 09, 2026
Via
MarketMinute
Topics
Earnings
Economy
Tickers
ACI
AMZN
ASX:AIZ
KR
TGT
WMT
Exposures
COVID-19
Financial
Interest Rates
How Caterpillar Became a Butterfly
February 09, 2026
Via
Barchart.com
Topics
ETFs
World Trade
Tickers
CAT
Exposures
COVID-19
Fossil Fuels
Tariff
Current Report: Himax Technologies Inc
↗
February 09, 2026
Via
Talk Markets
Exposures
COVID-19
Roblox (RBLX) Deep Dive: The AI-Driven Pivot to a Social Utility
February 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Earnings
Economy
Tickers
AMZN
EA
MS
MSFT
RBLX
SHOP
Exposures
Artificial Intelligence
COVID-19
Economy
Should You Buy Gilead Sciences Before Feb. 10?
↗
February 09, 2026
Via
The Motley Fool
Tickers
GILD
Exposures
COVID-19
Kroger’s Fresh Start: CEO Greg Foran and the Post-Merger Transformation
February 09, 2026
Via
Finterra
Topics
Artificial Intelligence
Economy
Tickers
ACI
AMZN
BRK-A
BRK-B
COST
DG
Exposures
Artificial Intelligence
COVID-19
Interest Rates
The Dow Hit 50,000. Here's What History Says Happens Next.
↗
February 09, 2026
Via
The Motley Fool
Topics
Economy
Stocks
Tickers
AMZN
CAT
GS
MSFT
NVDA
Exposures
COVID-19
Economy
Interest Rates
Next Generation NCLEX Reports on December 2025 Graduates
February 08, 2026
Via
Binary News Network
Exposures
COVID-19
Hillorie Le’s Crypto Trading Method Helps Young People Gain Financial Freedom
February 07, 2026
Via
Press Release Distribution Service
Exposures
COVID-19
Could Buying Rivian Stock Today Set You Up for Life?
↗
February 06, 2026
Via
The Motley Fool
Topics
Electric Vehicles
Initial Public Offering
Tickers
RIVN
Exposures
COVID-19
Electric Vehicles
Securities Market
Canadian Home Healthcare Advocates for Prevention and Education in Home Respiratory Care
February 06, 2026
Via
Get News
Exposures
COVID-19
North York Sleep & Diagnostic Centre Emphasizes the Importance of Professional Standards in Sleep Care
February 06, 2026
Via
Get News
Exposures
COVID-19
3 Healthcare Stocks Paying the Highest Dividends of 2026
↗
February 06, 2026
Via
The Motley Fool
Tickers
EMBC
PFE
PRGO
Exposures
COVID-19
The Great Pipeline Grab: Life Sciences Deal Volume Skyrockets 82% as Big Pharma Battles the Patent Cliff
February 06, 2026
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Tickers
ABBV
BMY
JNJ
LLY
MRK
NVDA
Exposures
Artificial Intelligence
COVID-19
Intellectual Property
The Disney Renaissance 2.0: A 2026 Deep Dive into the House of Mouse
February 06, 2026
Via
Finterra
Topics
Artificial Intelligence
Tickers
AAPL
AMZN
CMCSA
DIS
NFLX
PARA
Exposures
Artificial Intelligence
COVID-19
Censorship
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.